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Global Wealth Strategies & Associates’s Cerus CERS Stock Holding History

Global Wealth Strategies & Associates’s Portfolio CERS Stock Details CERS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,000
Closed -$1.39K – 387
2025
Q1 		$1.39K Hold
1,000
– – ﹤0.01% 404
2024
Q4 		$1.54K Hold
1,000
– – ﹤0.01% 340
2024
Q3 		$1.74K Buy
+1,000
New +$2.1K ﹤0.01% 300

Other funds holding CERS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Global Wealth Strategies & Associates's CERS Position: Q2 2025 in Review

Global Wealth Strategies & Associates sold out of Cerus (CERS) in Q2 2025, closing a stake of 1,000 shares — an estimated $1.39K sold.

Global Wealth Strategies & Associates first reported a position in CERS in Q3 2024 and held it in 3 quarters. The position peaked at $1.74K in Q3 2024. 156 funds tracked by Wall St. Rank hold CERS as of Q2 2025.

  • Global Wealth Strategies & Associates reported no remaining Cerus position as of Q2 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 1,000 Cerus shares in Q2 2025, an estimated $1.39K.
  • Global Wealth Strategies & Associates first reported a position in Cerus in Q3 2024 and held it in 3 quarters.
  • Global Wealth Strategies & Associates's Cerus position peaked at $1.74K in Q3 2024.
  • 156 funds tracked by Wall St. Rank held Cerus as of Q2 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2025, filed 7 Jul 2025.